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Third Annual Liquidity and Capital Raising National Forum: New York City

2013 Forum Video

View highlights from the event in New York.

For more information, contact:

Katelyn Stewart
Sr. Events Specialist

Lejla Dickson

Coming Soon
Three CohnReznick liquidity event/capital formation webinars will be available shortly after the Forum.

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The Forum

CohnReznick is committed to providing thought leadership on liquidity and capital formation for owners/operators of mid-sized companies. As such, the Firm is pleased to present our Third Annual Liquidity and Capital Raising National Forum which takes place on Tuesday, September 24, 2013 at the New York Palace, New York City.

We will be joined by a panel of seasoned M&A and capital markets experts who will share their insights, advice, and experiences. This year's forum is being moderated by Bloomberg, the national leader in global business and financial information. Bloomberg television and radio personality Pimm Fox will bring his own unique style and perspective to the forum.

CohnReznick's Third Annual Liquidity and Capital Raising National Forum offers a discussion of the latest trends and success stories for liquidity events and capital raises. It is designed for the key decision makers in companies — CEOs, CFOs, and Presidents — and will provide an ideal networking venue for attendees to connect, exchange ideas, and further develop beneficial relationships.

Panel Download: Economic Update - Patrick J. O'Keefe


7:45 am – 8:30 am: Continental Breakfast and Networking
8:30 am – 8:45 am: Welcoming Remarks
8:45 am – 9:00 am: Economic Update
9:00 am – 9:45 am: Getting Ready
9:45 am – 10:30 am: Options and Latest Trends
10:30 am – 10:45 am: Networking Break
10:45 am – 11:45 am: Getting it Done Right
11:45 am: Concluding Remarks and Networking

Click here for a detailed agenda.

Featured Speakers


Pimm Fox is a Bloomberg Television anchor and Bloomberg Radio host of the in-depth investment program, "Taking Stock with Pimm Fox." Fox also co-hosts Bloomberg Businessweek Radio with Ken Prewitt on Bloomberg Radio. As the host of "Taking Stock," Fox provides access to the world of professional investors through conversations with top Wall Street analysts, fund managers and CEOs.


Jonathan P. Cramer, Partner
BakerHostetler is a global law firm providing legal services in the areas of business law, employment law and litigation. Mr. Cramer focuses his practice on public and private mergers and acquisitions, representing domestic and foreign buyers and sellers and private equity groups.

Mark Fasciano, Managing Director
Canrock Ventures

Canrock Ventures is an early-stage, incubating technology venture fund focused on turning good technology ideas into great technology businesses.  A co-founder of six different technology companies, Mr. Fasciano serves as the firm’s managing director. 

Carolyn Galiette, Sr. Managing Director and Founding Partner
Ironwood Capital
Ironwood Capital has over $500 million of institutional capital under management and over a quarter century of middle market experience. Ms. Galiette serves as Chief Investment Officer for the firm, managing limited partner and financial reporting, portfolio management, and strategy execution.

Steven H. Goldberg, Co-Chair of the firm’s M&A and Transactions Team
BakerHostetler is a global law firm providing legal services in the areas of business law, employment law and litigation. As Co-Chairman of the firm’s Transactions Practice Team, Mr. Goldberg practices primarily in mergers and acquisitions, private equity, joint ventures, and strategic investments.

William Hogan, Executive VP and CFO
Multi Packaging Solutions,Inc.
Multi Packaging Solutions, Inc. is a multinational manufacturer of specialty packaging to customers in the multi-media, consumer and pharmaceutical markets. Mr. Hogan is an executive officer responsible for overall business strategy, operations, administration, and finance management.

Murray Huneke, Managing Director, Co-head of Consumer & Retail Investment Banking Group
Stifel is a full-service brokerage and investment banking firm providing securities brokerage, investment banking, trading, investment advisory, and related financial services. Mr. Huneke’s experience includes public offerings, private placements of equity and debt, mergers & acquisitions, and debt restructurings. He more than 25 years of experience as a restaurant investment banker, completing transactions with many established industry icons.

Michael W. Katz, President/CEO
Perfumania Holdings, Inc.
Perfumania is America’s largest fragrance retailer, operating 370 stores in the U.S. and Puerto Rico, and specializing in designer fragrances, bath and body, cosmetics, skin care products, and related gifts and accessories.

Patrick J. O'Keefe, Director of Economic Research
At CohnReznick, Patrick O’Keefe serves as a strategic advisor to the firm’s Chief Executive Officers and management committee. With extensive executive experience in the public and private sectors, he regularly appears on CNBC, Bloomberg Radio, and Fox Business News and is quoted frequently in the press in publications such as The Wall Street Journal, Financial Times, Reuters, The New York Times, Los Angeles Times, and CNNMoney.

Richard P. Randall, Audit Committee Chair
Steve Madden, Ltd.
Steve Madden is a fast growing global shoe manufacturer, wholesaler and retailer. A certified public accountant, Mr. Randall serves on the company’s board as Chair of Audit Committee and member of Nominating and Governance Committee and Investment Committee.

Andrew Steuerman, Head of Middle Market Lending
Golub Capital
Golub Capital is a nationally recognized credit asset manager with over $8 billion of capital under management. Mr. Steuerman heads the firm’s Middle Market Lending group, overseeing Origination, Deal Execution and Capital Markets and is a member of the firm's investment and watch list committees.

Andrew Taub, Senior Partner
Catterton Partners
Catterton Partners is the leading private equity firm with an exclusive focus on providing equity capital to small to middle market consumer companies in North America who are well positioned for attractive growth. Mr. Taub helps to capitalize and grow consumer companies across multiple verticals including restaurants, retail, food and beverage, and marketing services.

Jeremy Swan, Principal, Private Equity/Venture Capital Industry Practice
CohnReznick provides private equity and venture capital firms, small business investment companies (SBICs) and other investment groups with technical skills grounded in value-added industry insight - from acquisition to exit. Mr. Swan works with the investment community in areas that include fund compliance, financing transactions, buy and sell-side due diligence, and post-acquisition value performance assessment.


The forum will take place on September 24, 2013 at the New York Palace. Set in the heart of Manhattan at 50th and Madison, the Palace combines the finest in old-world elegance and new-world opulence. Recognized for its splendor and spectacular views, The Palace is located across the street from St. Patrick's Cathedral and only steps from Rockefeller Center. The hotel's world-renowned courtyard incorporates motifs from several 15th-century Italian cathedrals and has served as the entranceway to the historic Villard Mansion since 1882.

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